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ConnectWise Sell Review

2

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Very good

Revainrating 4.5 out of 5  
Rating 
4.5
Sales, Quote Management

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Description of ConnectWise Sell

Quote | Propose | Close Create proposals that win and quotes that close with ConnectWise Sell, the quote and proposal solution of the ConnectWise Suite. ConnectWise Sell is the all-in-one, cloud based quoting software for IT Solution Providers and Resellers that creates quotes and proposals anywhere, anytime. With a quote and proposal automation solution that ties into ConnectWise, you can manage sales for growth, create professional quotes and proposals in minutes, and automatically update your sales pipeline accordingly. ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. The full report can be accessed here. (https://info.connectwise.com/corporate/announcements/gartner-magic-quadrant) With ConnectWise Sell’s guided quote creation and automated sales coaching, it's easy to create a well-structured sales cycle and ensure that your team adheres to it. Deliver your quotes and proposals via ConnectWise Sell's online, interactive quote delivery system. Clients can customize their order and instantly accept their quote with built-in e-signature capabilities. With ConnectWise Sell, you can: • Pull live pricing from Ingram Micro, Tech Data, Synnex, and more • Integrate seamlessly with Salesforce, NetSuite, Dynamics CRM, Autotask, and ConnectWise Manage • Easily quote Cisco products • Leverage a library of quote templates • Stand out with professional quotes and proposals • Gain control of your sales pipeline • Easily access pricing and availability • Deliver your quotes with a secure, online, and interactive web link • Receive customer approvals with built-in eSignature

Reviews

Global ratings 2
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Type of review

Revainrating 4 out of 5

Excellent solution at an affordable price point

The ease of use, the intuitive design and the comprehensive set of features. I can't say that there is anything I dislike about this software. It has been a great tool for our organization to manage all of our sales activities. The reporting capabilities are also very helpful in tracking performance and helping us make decisions based on the data we have. I would highly recommend using this product. We've been able to streamline our onboarding process and improve our internal customer service…

Pros
  • Additionally , they provide good support if you need help along any path (internal or external)
Cons
  • Honestly no

Revainrating 5 out of 5

ConnectWise Sell - Great way manage your documents

The tool is great for managing my quotes, proposals and contracts. I like that it can be set up to automatically e-mail people when I send them a quote or proposal if they don't respond within a certain amount of time. Sometimes there are issues with getting an automatic reply back from someone who doesn't pick up the phone. It may just be me but I think this happens more often than not. But the other side of that coin is that if you're working in a large office with many employees, it's easy…

Pros
  • Very user friendly interface; makes creating quotations simple &/or quick! Also very helpful at keeping trackof sales opportunities created by customer service reps.
  • Easy integration between CRM system (Salesforce)
  • Abilityto attach documents directly through software
Cons
  • So-so